GWS
XPEV icon

Glassman Wealth Services’s XPeng XPEV Stock Holding History

Glassman Wealth Services’s Portfolio XPEV Stock Details XPEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-740
Closed -$10.8K – 1865
2023
Q4 		$10.8K Hold
740
– – ﹤0.01% 861
2023
Q3 		$13.6K Buy
740
+8
+1% +$136 ﹤0.01% 768
2023
Q2 		$9.82K Sell
732
-182
-20% -$1.79K ﹤0.01% 817
2023
Q1 		$10.2K Buy
914
+713
+355% +$6.89K ﹤0.01% 815
2022
Q4 		$2K Buy
+201
New +$1.81K ﹤0.01% 1256
2022
Q2 		– Sell
-194
Closed -$5K – 2046
2022
Q1 		$5K Buy
194
+40
+26% +$1.42K ﹤0.01% 1024
2021
Q4 		$8K Buy
154
+38
+33% +$1.71K ﹤0.01% 880
2021
Q3 		$4K Buy
+116
New +$4.61K ﹤0.01% 1041
2021
Q2 		– Sell
-76
Closed -$3K – 1686
2021
Q1 		$3K Buy
+76
New +$3.16K ﹤0.01% 1035

Other funds holding XPEV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

Glassman Wealth Services's XPEV Position: Q1 2024 in Review

Glassman Wealth Services sold out of XPeng (XPEV) in Q1 2024, closing a stake of 740 shares — an estimated $10.8K sold.

Glassman Wealth Services first reported a position in XPEV in Q1 2021 and held it in 9 quarters. The position peaked at $13.6K in Q3 2023. 196 funds tracked by Wall St. Rank hold XPEV as of Q1 2024.

  • Glassman Wealth Services reported no remaining XPeng position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 740 XPeng shares in Q1 2024, an estimated $10.8K.
  • Glassman Wealth Services first reported a position in XPeng in Q1 2021 and held it in 9 quarters.
  • Glassman Wealth Services's XPeng position peaked at $13.6K in Q3 2023.
  • 196 funds tracked by Wall St. Rank held XPeng as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.